See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,998 | $129,942-73.1% | $104,294-66.4% | $134,475-74.0% |
| Participation rate | 69.6% | 79.5%-10.0pp | 73.3%-3.7pp | 81.2%-11.7pp |
| Annual return | -17.72% | 42.03%-59.8pp | 24.61%-42.3pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,280 | $4,184-69.4% | $3,372-62.0% | $4,740-73.0% |
| Participant deferral / active EE | $1,569 | $5,588-71.9% | $4,625-66.1% | $6,400-75.5% |
| Admin fee / account holder | $240 | $9,323-97.4% | $7,339-96.7% | $11,426-97.9% |